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Technology Stocks : Intel Corporation (INTC)
INTC 40.39-2.5%10:25 AM EST
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To: Paul Engel who wrote (52754)4/11/1998 10:03:00 PM
From: Elmer  Read Replies (2) of 186894
 
<However - AMD and Intel signed an agreement in 1995 that terminated all legal proceedings between the two up to that time. It has also been reported that as part of that agreement, AMD agreed NOT to use the upcoming P6 pin-outs/socket/interfaces on Intel's (at that time) pending new products - the Pentium Pro and Pentium II's.>

Paul, this is my recollection of the agreement as well. AMD could not use the P6 bus. In any event, a conversion by AMD would not be easy. It is not simply a matter of changing a few pins around. The split transaction bus architecture is a basic part of the P6 design. The K6 was never designed to defer bus cycles and execute them out of order. The K6 would also need a built in L2 cache controller. It's current design doesn't have one. Nor was it designed for Intel's multi processing environment. Intel's chipset division must have had very detailed knowledge of it's inner workings so as to squeek out maximum performance. If AMD goes to another vendor for a chipset, it won't come easy. Chipset vendors are only now coming up with Socket7 chipsets. As you have pointed out, others may possibly offer AMD a way of laundering patents, but they don't have Intel's trade secrets.

AMD has made many hundreds of millions of dollars using what many would call stolen Intel designs, what has Intel ever gotten in return? Has Intel ever gotten a single successful product of AMD's design (has AMD ever had a single successful product of their own design), even in the days when they were acting as each others second source?

EP
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